Prepare Docsbot context for new calendar events
Start meetings with the right Docsbot workspace in view. Trigger a team inventory when a new event is created.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
List Teams
Tool to list all teams. use when you need to retrieve every team associated with the authenticated user.
Why this helps
Meeting preparation is slowed by searching for the right Docsbot team at the last minute.
- Reduces meeting preparation steps
- Keeps team context current
- Helps avoid working in the wrong workspace
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsbot ai once in Notis.
- 2Create an automation that lists Docsbot teams relevant to each newly created calendar event.
- 3Pick New Calendar Event as the trigger.
- 4Choose where run reports go and test with one planning meeting.
Questions about this workflow
How does Notis know which teams are relevant?
Tell Notis to use the event title, attendees, or description as context for selecting relevant teams.
Does this modify any team?
No. It only retrieves team details for preparation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsbot ai. A trigger fires from one place; an action lands in another.
Outlook triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Bot
Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Team Details
Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
List Team Bots
Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Questions
Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."
List Bot Sources
Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.
Connect any two apps with Notis in the middle.
Outlook and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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